Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.69B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$29.3M
3
+$23.4M
4
OXY icon
Occidental Petroleum
OXY
+$18.7M
5
YUMC icon
Yum China
YUMC
+$17.1M

Top Sells

1
+$36.6M
2
+$34.3M
3
+$18.1M
4
NVR icon
NVR
NVR
+$17.6M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$17.1M

Sector Composition

1 Technology 19.66%
2 Financials 17.92%
3 Industrials 13.21%
4 Consumer Discretionary 11.28%
5 Healthcare 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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-3,088
1052
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-19,917
1053
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-52,960
1054
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-33,071
1055
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-85,314
1056
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-34,016
1057
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-69,834
1058
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-21,650
1059
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-14,300
1060
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-35,945
1061
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-147,400
1062
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-11,880
1063
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-21,401
1064
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-4,242
1065
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-1,320
1066
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-13,410
1067
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-64,826
1068
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-7,940
1069
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-22,760
1070
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-13,700
1071
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-4,540
1072
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-6,300
1073
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-66,841
1074
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-11,200
1075
– –
-12,865
41 42
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